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Aurora Investment Counsel’s Helen of Troy HELE Stock Holding History

Aurora Investment Counsel’s Portfolio HELE Stock Details HELE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,323
Closed -$540K – 123
2022
Q2 		$540K Buy
3,323
+120
+4% +$22.6K 0.39% 113
2022
Q1 		$627K Sell
3,203
-45
-1% -$9.48K 0.4% 114
2021
Q4 		$794K Buy
3,248
+35
+1% +$8.3K 0.47% 109
2021
Q3 		$722K Buy
3,213
+155
+5% +$35.5K 0.5% 105
2021
Q2 		$698K Buy
3,058
+243
+9% +$53.4K 0.49% 105
2021
Q1 		$593K Buy
2,815
+30
+1% +$6.76K 0.44% 103
2020
Q4 		$619K Buy
2,785
+20
+0.7% +$4.12K 0.5% 101
2020
Q3 		$553K Buy
2,765
+215
+8% +$42.7K 0.46% 105
2020
Q2 		$481K Buy
+2,550
New +$417K 0.46% 106

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aurora Investment Counsel's HELE Position: Q3 2022 in Review

Aurora Investment Counsel sold out of Helen of Troy (HELE) in Q3 2022, closing a stake of 3,323 shares — an estimated $540K sold.

Aurora Investment Counsel first reported a position in HELE in Q2 2020 and held it in 9 quarters. The position peaked at $794K in Q4 2021. 256 funds tracked by Wall St. Rank hold HELE as of Q3 2022.

  • Aurora Investment Counsel reported no remaining Helen of Troy position as of Q3 2022 after selling out during the quarter.
  • Aurora Investment Counsel sold 3,323 Helen of Troy shares in Q3 2022, an estimated $540K.
  • Aurora Investment Counsel first reported a position in Helen of Troy in Q2 2020 and held it in 9 quarters.
  • Aurora Investment Counsel's Helen of Troy position peaked at $794K in Q4 2021.
  • 256 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2022.

Based on Aurora Investment Counsel's 13F filing for Q3 2022, filed 23 Nov 2022.